Our Solutions

Wills & Formulating your Estate Plan

Your will lets provides control over what happens to your money, property and possessions after your death.

More Information on making a Will?

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Protecting your Business

As part of your estate plan, we look at the implications of you dying, suffering a serious illness or not being able to work.

More Information on Protection Solutions?

Inheritance Tax (IHT)

Playable at 40% over the Nil Rate Band, IHT mitigation forms an important part of our estate planning process.

More Information on mitigating IHT?

Family & Asset Protection Trusts

Using trusts, you can legally protect your property & assets and ring-fence your business property and capital.

Find out more about Family Trusts?

Wills – Home Visit

Special Offers on Wills with a Home Visit

West Midlands Region Only

We are very proud of our Home-Visit Will Service. If you live in the West Midlands and need a will, you can first arrange a no-obligation 30 minute telephone meeting to see if we can help you. We will also confirm the cost if you want to go ahead with a full meeting.

We have offices in Redditch should you feel our Home Visit Will Service is not appropriate.

Tel: 01384 635457 or Email: hello@premierpractice.co.uk

Single Will (With Home Visit)                        £97.50

Mirror Will (Couples With Home Visit)         £157.85

Includes Home Visit & All Associated Meetings.

Wills for Business Owners

Special Offers on Wills with On-Site Visits

West Midlands Region Only

We are very proud of our Business Will Service. If you live in the West Midlands and need a will, you can first arrange a no-obligation 30 minute telephone meeting to see if we can help you. We will also confirm the cost if you want to go ahead with a full meeting.

We have offices in Redditch should you feel holding meetings at your business premises is not appropriate.

Tel: 01384 635457 or Email: hello@premierpractice.co.uk

Single Will (Per Owner/Director)                                 £149.50

Mirror Will (Owner/Director + Spouse/Partner)         £217.85

Includes All Associated Meetings. On-site or at our premises.

Redditch Office

Business Estate Planning

Business Estate planning , Protect and pass on your wealth!

You have probably worked hard to build your business, you want to make sure you protect your wealth and ensure it passes onto the right people.

For business assets (such as shares in a private Limited company) this does not happen automatically. If you don’t plan for what happens to your business assets when you die, your business could be exposed to inheritance tax and your shares maybe passed onto fellow directors without suitable compensation to your family.

As a business owner, you want to be sure that the right people will get your assets.

  • Business Owners
  • Public

"Company directors and small business owners need to plan more than the average person does"

Business Estate Planning - The Process

 

  1. A review of all your personal and business assets.
  2. Examine your inheritance tax position and possible reliefs.
  3. Define your estate planning objectives.
  4. Develop and agree your estate plan.
  5. Implement your estate planning.
  6. Annually review and revise your estate planning.

 

Review
Tax Position
Estate Planning Objectives
Develop your Estate Plan
Implement Your Estate Plan
Review & Revise

Power of Attorney

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Trust Planning

Is a Family Trust right for me?

As discussed above it’s an individual decision. However a Family Trust is ideal for people who own their own home and wish to add real value to their estate

Who can be a Beneficiary?

You can nominate yourself as a beneficiary, your business associates, spouse or close family or even a trust company.

Married couples - What happens on death?

If you have a joint Trust there is no impact on the first death. The survivor can keep the benefits of the trust and keep control over the trustees.

Insurance

About Me

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I've been involved in financial services for over 15 years, starting my career at CIS Insurance in 2003. In 2012 I started my own directly authorised firm specializing in estate planning and business protection. If you’re interested in information on estate planning, inheritance tax and trusts, please visit: www.richardbishop.co.uk

Career Highlights

  • Over 15 years experience in financial services.
  • Specialist in estate planning, asset protection and trusts.
  • Course leader at Coventry University teaching finance.
  • Sought after visiting lecturer and speaker.
  • Masters qualified marketeer.
  • Columnists and writer on financial services.
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I write regular columns for the majority of leading financial services publications.

How to contact me!

I offer a 30 minute meeting at my expense to find out more about your requirements and how I maybe able to help you. This can be at one of our offices or at your business premises or home.

You can either drop me an email outlining your requirements or give me a call on: 01384 63547.

Email: richard@premierpractice.co.uk

Contact Me

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Contact us

Using the contact form to send us email at below

Keep in touch with us

You can use the following information to contact us if you wanna join us or anything need to communicate.

Name: Richard Bishop
Phone: 01384 635457